WealthSpring Partners, LLC

All 13F Filings

Location
Long Beach, CA
Most recent 13F
Q2 2026
Holdings value ($000)
116,364
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/5/2026 71 116,364 13F-HR WealthSpring Partners, LLC
Q1 2026 4/20/2026 72 108,988 13F-HR WealthSpring Partners, LLC
Q4 2025 2/12/2026 58 97,607 13F-HR WealthSpring Partners, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 35.62 K 30.6% 662 0 662
ETFs 80.74 K 69.4% 6.713 K 0 6.713 K
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Fund Snapshot

Q2 2026
Latest filed
8/5/2026
Total value ($000)
116,364
Holdings
71
QoQ value change ($000)
7,376 (6.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.